Altus Wealth Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Altus Wealth Group’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,050	Closed	-$286K	–	144
2025 Q3	$286K	Hold	2,050	–	–	0.12%	110
2025 Q2	$271K	Hold	2,050	–	–	0.12%	106
2025 Q1	$258K	Sell	2,050 -149	-7%	-$19.4K	0.12%	111
2024 Q4	$284K	Hold	2,199	–	–	0.13%	116
2024 Q3	$291K	Sell	2,199 -169	-7%	-$21.4K	0.12%	113
2024 Q2	$286K	Sell	2,368 -1,251	-35%	-$152K	0.14%	109
2024 Q1	$454K	Sell	3,619 -1,481	-29%	-$174K	0.23%	88
2023 Q4	$593K	Sell	5,100 -94	-2%	-$10K	0.33%	74
2023 Q3	$542K	Sell	5,194 -39	-0.7%	-$4.3K	0.34%	71
2023 Q2	$575K	Sell	5,233 -851	-14%	-$89.6K	0.35%	72
2023 Q1	$646K	Buy	6,084 +84	+1%	+$9.16K	0.44%	60
2022 Q4	$632K	Buy	+6,000	New	+$629K	0.48%	57
2021 Q2	–	Sell	-166	Closed	-$19K	–	147
2021 Q1	$19K	Hold	166	–	–	0.02%	141
2020 Q4	$16K	Buy	+166	New	+$15K	0.02%	416

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Altus Wealth Group's IWS Position: Q4 2025 in Review

Altus Wealth Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 2,050 shares — an estimated $286K sold.

Altus Wealth Group first reported a position in IWS in Q4 2020 and held it in 14 quarters. The position peaked at $646K in Q1 2023. 991 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Altus Wealth Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Altus Wealth Group sold 2,050 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $286K.
Altus Wealth Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 14 quarters.
Altus Wealth Group's iShares Russell Mid-Cap Value ETF position peaked at $646K in Q1 2023.
991 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Altus Wealth Group's 13F filing for Q4 2025, filed 13 Feb 2026.